We’ve been successful todate – and believe we have a story woth telling.
In seven years since inception we’ve learned a lot. We’ve had to block out the noise, tune out trends, and ignore negativity. What’s left are a few core principles – hard earned insights – that now form the foundation of how we invest.

47 became a beacon in our investment journey—a tipping point. A moment whenour  investment decisions started to consistently deliver above benchmark results., discipline and patience began to create a step-change in results.

Yes, the markets moved upward overall. But not without deep corrections and sharp shocks. Our performance was n’t just about timing – it was about discipline. And 47 became the moment that discipline started paying off.

A symbol of our constant learning, dedication, and principles.

This is our journey. We haven’t arrived. It’s a work in process. The fund is growing the thinking is evolving.  

We stay true to our principles. We know why The 47 Fund exists: to build a strong financial foundation for its investors through our experience, commitment to learning, clarity of thought, discipline and sound decision making.  

Major Market indices: Exposure to large cap equities.

Direct Equities: Individual stocks listed on major exchanges – US, UK and select global markets.

Dividend Focused Companies: With a track record of dividend payments aligned to long term goals.

Thematic Exposure : Select positions aligned with long term structure trends  - such as energy, defense and digital assets.
 
Cash Reserves: Held in short term money market funds to maintain liquidity and manage risk and stay flexible.

High fee funds and platforms, Speculative Small Caps Anything we won’t hold for 5+ years
Penny stocks or unlisted securities Leveraged or exotic instruments Unregulated assets.
If it doesn’t generate income, offer long term value, or align with our philosophy then its not in our portfolio.